Wealth Management Resources, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 2024
A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 749,888 shares of SCHF stock, worth $14.5 Million. This represents 5.12% of its overall portfolio holdings.
Number of Shares
749,888
Previous 149,214
402.56%
Holding current value
$14.5 Million
Previous $6.14 Million
126.11%
% of portfolio
5.12%
Previous 2.45%
Shares
13 transactions
Others Institutions Holding SCHF
# of Institutions
1,296Shares Held
962MCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.5 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$2.99 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.57 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$978 Million6.47% of portfolio